2023 Form 5500 filing — Islands Hospice, Inc. 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240916091236NAL0003519746001) for Islands Hospice, Inc. 401(K) Plan, reported by Islands Hospice, Inc. under EIN 26-4659430 and plan number 002. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3.6MReported net assets$3,601,942
Participants202
Provider compensation$6.2K5 Schedule C row(s)$6,207
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240916091236NAL0003519746001
- Plan sponsor
- Islands Hospice, Inc.
- EIN
- 26-4659430
- Plan number
- 002
- Location
- San Diego, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3.6M total assets
Net assets$3.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,601,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,601,942
- Employer contributions
- $293,836
- Participant contributions
- $604,705
- Total income / additions
- $1,333,804
- Benefits paid
- $208,830
- Administrative expenses
- $6,982
- Total expenses
- $215,812
- Net increase / (decrease)
- $1,117,992
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Beasley & Company | N/A | $6,207 | $0 |
| Capital Group Retirement Plan Servi | N/A | $0 | $0 |
| Capital Research And Management Co | N/A | $0 | $0 |
| Capital Bank And Trust | N/A | $0 | $0 |
| Morgan Stanley Insurance Services | N/A | $0 | $0 |